Apriem Advisors’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,358
| Closed | -$24K | – | 265 |
|
|
2018
Q2 | $24K | Buy |
+1,358
| New | +$24K | 0.01% | 327 |
|
|
2017
Q2 | – | Sell |
-1,355
| Closed | -$29K | – | 351 |
|
|
2017
Q1 | $29K | Buy |
1,355
+45
| +3% | +$963 | 0.01% | 296 |
|
|
2016
Q4 | $27K | Sell |
1,310
-162
| -11% | -$3.34K | 0.01% | 304 |
|
|
2016
Q3 | $34K | Sell |
1,472
-228
| -13% | -$5.27K | 0.01% | 266 |
|
|
2016
Q2 | $32K | Buy |
1,700
+600
| +55% | +$11.3K | 0.01% | 277 |
|
|
2016
Q1 | $20K | Buy |
1,100
+100
| +10% | +$1.82K | 0.01% | 309 |
|
|
2015
Q4 | $15K | Sell |
1,000
-29,622
| -97% | -$444K | 0.01% | 331 |
|
|
2015
Q3 | $848K | Sell |
30,622
-1,605
| -5% | -$44.4K | 0.31% | 53 |
|
|
2015
Q2 | $1.24M | Buy |
32,227
+2,135
| +7% | +$82K | 0.42% | 52 |
|
|
2015
Q1 | $1.27M | Buy |
30,092
+22,449
| +294% | +$944K | 0.44% | 54 |
|
|
2014
Q4 | $323K | Buy |
7,643
+7,443
| +3,722% | +$315K | 0.12% | 72 |
|
|
2014
Q3 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 399 |
|